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Lead initiative coordination for Cash Management products (payments, third-party banking, retirement). Drive delivery through agile practices: write epics/stories, unblock backlogs, support Agile Release Train events, track dependencies, report progress, and represent product priorities across stakeholders to improve advisor and client experience.

Provide trade support to financial advisors and clients in a call center environment: take high-volume inbound calls, place orders, resolve trade and settlement issues with market centers/exchanges, explain products, risks, fees and regulatory requirements, and ensure compliance with LPL policies.

Lead advisor transitions to LPL by consulting on business structure, creating transition strategies, providing technology and repapering training, handling account setup and funding tracking, and acting as the advisor's primary point of contact to resolve issues and drive adoption of LPL tools.

Provide operational trading support for mutual funds, UITs, and precious metals in an inbound call center. Handle order placement, research, corrections, escalations, and vendor/transfer agent coordination. Identify and remediate process and risk issues, support advisors and internal teams, and contribute to continuous improvement and compliance.

Lead and develop a phone-based team of licensed financial advisors serving banks and credit unions. Drive sales performance, coach advisors, manage workforce and SLAs, monitor metrics, run quarterly business reviews, partner with institutional leaders, and improve advisor productivity and client acquisition.

The VP, Product Manager at LPL Financial leads product strategy, manages cross-functional teams, and ensures alignment with business objectives within the financial services domain.

Drive financial advisor lead flow through phone-based prospecting, email and social outreach. Qualify leads, present prospects to regional directors, track KPIs in Salesforce, and support recruiter pipelines. Meet daily outreach targets and develop skills for advancement to Internal Regional Director.

Perform customer due diligence and rapid risk assessments for prospective clients, triage and evaluate AML referrals, administer internal watch lists, recommend onboarding decisions, escalate investigations, and mentor junior staff to support the firms AML compliance program.

Support advisors by designing, analyzing, and presenting comprehensive financial plans. Build advisor relationships, follow paraplanning standards, collaborate across teams, identify referral opportunities, and maintain knowledge of wealth planning offerings to drive client satisfaction and retention.

Lead and support enterprise business continuity program activities including business impact analyses, risk assessments, plan development and testing, supplier resiliency, crisis response, reporting, and resiliency metrics. Work with business partners to implement controls, execute testing, and support incident response and communications.